06/24/2016
Carlos Mendoza joins UBS to head LatAm DCM
UBS, meanwhile, has been incrementally adding staff in Latin America.
People Moves
06/24/2016
Steven Cohen’s Deputy Quits To Run Boss’s New Hedge Fund
Perry Boyle will move to Stamford Harbor Capital as it moves toward potentially managing outside money in January 2018
06/24/2016
Leadership Team Appointed to Support Broadridge Advisor Solutions Growth
Salvatore Sodano joins as vice chairman -- Stephen Scruton promoted to president
06/23/2016
Huntington Names Sandra Pierce to Run Private-Client Business
She earlier was CEO for Charter One Bank in Michigan, responsible for commercial banking in that state and all activities in Illinois and Ohio, according to the statement.
06/23/2016
Eventide Asset Management Hires Chief Compliance Officer
Eventide Asset Management, LLC is a Boston-based Registered Investment Adviser and serves as the Adviser to Eventide Mutual Funds.
06/23/2016
Gary Black appointed Chief Executive Officer of Aegon Asset Management US
He was awarded his MBA from Harvard Business School and earned his BS in economics from the Wharton School of the University of Pennsylvania.
06/23/2016
Recruiting Roundup: Raymond James Adds $205M Wells Team
Meanwhile, LPL Financial, U.S. Trust and others announce new affiliated reps and management hires
06/23/2016
Canada Pension Plan Investment Board Announces New Senior Management Appointments
Head of Relationship Investments International and responsible for significant minority investments in public companies in Asia and Europe.
06/23/2016
Atlas Private Wealth Management Announces Three New Regional Hires
The recent additions to the advisory team deepen Atlas’ bench strength in investment management and tax and retirement planning, further solidifying the firm’s position in the greater New York and New England regions.
06/23/2016
Mizuho names new managing director and head of digital investment banking
Mizuho has named Christopher Nam as Managing Director and Head of Internet and Digital Media Investment Banking for its North American banking business.
06/22/2016
Harsha V. Agadi Named Crawford & Company President and CEO
He has been a member of the Crawford Board of Directors since 2010 and will continue to serve on Crawford's Board. He additionally serves on the Boards of Belmond Ltd. and Diversified Foodservice Supply, Inc.
06/22/2016
Raymond James adds new MD to team
Raymond James has hired Brendan Tierney as a managing director for its industrials investment banking practice. Previously, Tierney worked at Janney Montgomery Scott where he led the industrials practice.
06/22/2016
Neuberger Berman Private Equity recruits Zolot as a principal
Neuberger Berman Private Equity has hired David Zolot as a principal. In his new position, Zolot will focus on sourcing and making acquisitions for Marquee Brands, a brand management company that is backed by Neuberger Berman Private Equity. Previously, Z
06/22/2016
SunTrust shakes up private wealth leadership, scoops exec from rival
She was previously with Bank of America, where she was president of the Palm Beach region and the private banking market executive for Palm Beach and the Treasure Coast.
06/22/2016
Wiley Bros.-Aintree Capital, LLC Hires Melanie McFaddin to Lead Mergers and Acquisitions Department
Ms. McFaddin has over 30 years of aggregate experience, including 25 years within information technology and professional/human-capital services with 21 years in mergers and acquisitions.
06/22/2016
Insight Venture Taps Hurth as Capital Markets VP
“We are pleased to welcome Kevin to the Insight Venture Partners team. Kevin has strong experience helping growth companies raise debt,” said Deven Parekh, managing director at Insight Venture Partners.
06/22/2016
Intellect iGTB appoints new head of digital for corporate banking
Herber joins iGTB from solutions provider Backbase, where he was responsible for product development as well as leading the company’s American business and operations.
06/22/2016
The 2016 Hedge Fund Rising Stars: Dennis ChenFu
Pershing Prime Services is counting on prime brokerage veteran ChenFu to lead its West Coast expansion.
06/22/2016
Atlantic Trust expands its wealth strategies team in New York
Prior to joining Atlantic Trust, Schreier was an associate at Smith Moore Leatherwood LLP, in Charleston, South Carolina
06/22/2016
Oppenheimer & Co. Inc. Makes Key Strategic Leadership Changes In Private Client Division
He was also an executive director for Josephthal & Co. Inc., where he oversaw operations at 14 branch offices.